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iShares Russell 1000 Growth ETF

1,958 hedge funds and large institutions have $69.1B invested in iShares Russell 1000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 646 increasing their positions, 648 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 268 | Existing positions closed: 63

304% more call options, than puts

Call options by funds: $128M | Put options by funds: $31.7M

34% more capital invested

Capital invested by funds: $51.7B → $69.1B (+$17.4B)

29.78% more ownership

Funds ownership: 307.77%337.56% (+30%)

11% more funds holding in top 10

Funds holding in top 10: 179199 (+20)

10% more funds holding

Funds holding: 1,7761,958 (+182)

0% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 648

Holders
1,958
Holders Change
+182
Holders Change %
+10.25%
% of All Funds
28.54%
Holding in Top 10
199
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+11.17%
% of All Funds
2.9%
New
268
Increased
646
Reduced
648
Closed
63
Calls
$128M
Puts
$31.7M
Net Calls
+$96.4M
Net Calls Change
+$9.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
76
Wellington Management Group
Massachusetts
$91.6M +$79.5M +1,123,792 +1,332%
SP
77
Stairway Partners
Illinois
$89.9M -$944K -13,356 -1%
MWM
78
Modera Wealth Management
New Jersey
$86.8M -$1.04M -14,736 -1%
Brown Advisory
79
Brown Advisory
Maryland
$81.7M +$17.9M +253,476 +31%
SI
80
Stephens Inc
Arkansas
$79.3M -$29.4K -416 -0%
KeyBank National Association
81
KeyBank National Association
Ohio
$78.5M +$1.07M +15,132 +1%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$78.1M -$3M -42,364 -4%
Barclays
83
Barclays
United Kingdom
$73.6M +$67.9M +960,680 +9,607%
SW
84
SVB Wealth
Massachusetts
$73.5M -$65.4M -924,868 -49%
IC
85
IEQ Capital
California
$71M +$1.45M +20,560 +2%
SQA
86
Simon Quick Advisors
New Jersey
$70.8M -$1.07M -15,168 -2%
MCM
87
MV Capital Management
Maryland
$69.9M +$424K +6,000 +0.7%
CMA
88
Cedar Mountain Advisors
Oregon
$69.7M -$1.1M -15,552 -2%
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
$69.4M
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$68.4M +$52.4M +741,592 +460%
TA
91
TruWealth Advisors
Louisiana
$67.9M +$15.4M +218,392 +32%
Polen Capital Management
92
Polen Capital Management
Florida
$67.9M +$32.8M +463,604 +39%
SPIA
93
Steward Partners Investment Advisory
New York
$67.4M -$1.45M -20,524 -2%
MGIA
94
Moneta Group Investment Advisors
Missouri
$65.1M +$1.25M +17,712 +2%
FBFS
95
First Business Financial Services
Wisconsin
$64.3M +$79.2K +1,120 +0.1%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$60.9M +$2.18M +30,848 +4%
CWS
97
Confluence Wealth Services
Pennsylvania
$59M +$37M +523,744 +205%
BAAM
98
Baker Avenue Asset Management
California
$57.2M +$1.17M +16,564 +2%
SGAM
99
Stephens Group Asset Management
Arkansas
$55.9M -$6.01M -84,968 -10%
AllianceBernstein
100
AllianceBernstein
Tennessee
$55.7M -$2.57M -36,396 -5%

IWF Hedge Fund Activity: Q4 2023 in Review

1,958 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 1000 Growth ETF (IWF) for Q4 2023, worth a combined $69.1B — up 34% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 268 funds opened new IWF positions and 63 closed out — a net gain of 205 holders — while 646 added to existing stakes and 648 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.05B. The largest seller was Synovus Financial, cutting an estimated $335M.

  • 1,958 institutional investors held iShares Russell 1000 Growth ETF (IWF) as of Q4 2023, up from 1,776 in Q3 2023.
  • Funds reported $69.1B of iShares Russell 1000 Growth ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 268 funds opened new iShares Russell 1000 Growth ETF positions in Q4 2023 and 63 closed out, a net change of +205 holders.
  • The largest iShares Russell 1000 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $7.05B added.
  • The largest iShares Russell 1000 Growth ETF seller in Q4 2023 was Synovus Financial, an estimated $335M sold.

Based on aggregated 13F filings for Q4 2023.